Managing Down Payments in Odoo: From V17 to V18

Article in french here : https://www.nexelans.fr/blog/t-a-odoo-3/les-factures-d-acomptes-dans-odoo-de-la-v17-a-la-v18-42

Hello everyone,

I'm sharing an article about managing down payments in Odoo, specifically the changes between versions 17, 17.2 to 17.4, and 18.

1. Introduction

Managing down payments is crucial, especially in France with the use of account 419100. Odoo has undergone some changes in this regard. This article details the differences between versions for optimal management of your down payments.

2. Why a down payment account?

In French accounting, it is necessary to clearly distinguish down payments from classic sales. Account 419100 tracks these specific transactions. A down payment is not a product that impacts the result. Proper configuration avoids errors and billing oversights.

3. Odoo V17: simplicity

Odoo 17 allowed you to choose the down payment account (e.g., 419100) directly when creating the invoice.

Advantage: Easy entry, no manual modification.

4. V17.2 - V17.4: a little less practical

Odoo removed the direct choice of down payment account. The user had to manually modify the invoice, increasing the risk of errors.

5. V18.0: return of flexibility

Odoo 18 introduces a new approach: indicate the "Advances and down payments" account in each product category.

Benefits:

• Automatic account assignment when creating an invoice.
• Different accounts depending on the categories.
• Simplicity and customization.

6. Recommendations

• Check the configuration of down payment accounts in your product categories.
• Check the consistency of your tax rules.
• Train users on creating and validating down payment invoices.

7. Conclusion

Odoo 18 offers a more practical down payment management by allowing you to define the account at the product category level.

I hope this article will be useful to you!

Feel free to share your questions or comments.

Regards,

Emmanuel